See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,277 | $100,852-70.0% | $90,404-66.5% | $158,922-80.9% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | -13.07% | 1724.20%-1737.3pp | 1293.02%-1306.1pp | 302.83%-315.9pp |
| Employer contribution / active EE | $2,862 | $3,689-22.4% | $3,262-12.3% | $4,761-39.9% |
| Participant deferral / active EE | $41 | $4,348-99.1% | $3,963-99.0% | $5,982-99.3% |
| Admin fee / account holder | $19,874 | $6,501+205.7% | $5,611+254.2% | $11,246+76.7% |